About SWITCH
Three disciplines. One platform. Zero handoffs.
Traditional firms hand you off. A CPA prepares the return, an outside attorney opines on the risky parts, and whatever software exists sits disconnected from both. Every handoff loses information and adds weeks.
SWITCH was built to end that. Licensed CPAs, tax attorneys and enterprise technology work the same engagement, so the person modeling your strategy is the person who can defend it, and the platform that files it is the one monitoring it all year.
That is why we can put options in writing that other firms cannot underwrite.
Vision
The vision of SWITCH is to alchemize tax law and CPA services into one cohesive whole.
Mission
Save money, protect assets, and grow net worth of every client and CPA we touch on day 1.
Competition
Why no one else can do all of it.
Every other option covers part of the picture. SWITCH is the only one that carries the whole engagement, from strategy through filing and defense.
Competition In Accounting w/ SWITCH
| Feature | Formation Services | CPA Firms | Enterprise Software | Tax Attorneys | SWITCH |
|---|---|---|---|---|---|
| Books, Compliance & Write Up | No | No | |||
| Entity Formation & RA | No | No | No | ||
| Entity & Document Management | No | No | No | ||
| CPA & Client See Same Data | No | No | No | ||
| Tech-Based Tax & Automation | No | No | No | ||
| Plays Nicely w/ Other Software | No | No | No | ||
| Asset & Investment Solutions | No | No | No | ||
| Tax Law Execution | No | No | No |
Macro-Comparisons To SWITCH
| Feature | CPA Firms | Tax Attorneys | Asset Protection | Insurance Agents | Estate Attorneys | SWITCH |
|---|---|---|---|---|---|---|
| Accounting / CPA | No | No | No | No | ||
| Tax Law Products | No | No | No | No | ||
| Asset Protection | No | No | No | No | ||
| Life Insurance Vehicles | No | No | No | No | ||
| Estate Planning | No | No | No | No | ||
| Corporate Veil Protection | No | No | No | No | No |
Leadership
The leadership behind every engagement.
Our leadership sets the method, and more than a dozen senior CPAs and tax attorneys run it on your file.
Christopher Rogers, LL.M., MBA
Chief Counsel
- Juris Doctor (J.D.)
- Master of Laws (LL.M.) in Taxation
- Bachelor's & Master's in Accounting
- Master's in Business Management
- Admitted to practice before the U.S. Tax Court
- 12 years advising on private securities and U.S. tax law issues
- 8 years managing a New York-based private securities & tax firm
- Involved in the creation of 500+ investment funds
Free consultation, up to 60 minutes
Meet the team on a free consultation.
Free consultations are with our senior team. If your situation warrants deeper work, we will scope a paid assessment and quote it before anything begins.